MSFT icon

Microsoft

3,546 hedge funds and large institutions have $1.1T invested in Microsoft in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,461 increasing their positions, 1,711 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,546
Holders Change
+31
Holders Change %
+0.88%
% of All Funds
72.89%
Holding in Top 10
2,082
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+4%
% of All Funds
42.8%
New
161
Increased
1,461
Reduced
1,711
Closed
98
Calls
$14B
Puts
$15B
Net Calls
-$995M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1576
Bourgeon Capital Management
Connecticut
$11.2M +$1.03M +5,075 +10%
CAL
1577
Capital Analysts LLC
Pennsylvania
$11.2M -$960K -4,719 -8%
DIP
1578
DT Investment Partners
Pennsylvania
$11.1M
SWM
1579
Stockman Wealth Management
Montana
$11.1M -$525K -2,578 -5%
CPIG
1580
Chicago Partners Investment Group
Illinois
$11.1M +$582K +2,854 +6%
AWA
1581
Arete Wealth Advisors
Illinois
$11.1M +$665K +3,269 +6%
TAM
1582
Tradition Asset Management
Virginia
$11.1M -$1.24M -6,097 -10%
BFPW
1583
BOK Financial Private Wealth
Colorado
$11.1M -$2.91M -14,281 -21%
HFM
1584
Hartford Financial Management
Connecticut
$11M +$426K +2,092 +4%
PP
1585
Pegasus Partners
Wisconsin
$11M +$366K +1,797 +3%
DPIM
1586
Duff & Phelps Investment Management
Illinois
$11M -$244K -1,200 -2%
JFGIW
1587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11M +$325K +1,597 +3%
PCM
1588
Pennsylvania Capital Management
Pennsylvania
$11M -$6.46M -31,763 -37%
PP
1589
Professional Planning
California
$11M +$1.28M +6,309 +13%
PCIA
1590
Prime Capital Investment Advisors
Kansas
$11M -$1.42M -8,264 -11%
HCM
1591
Hall Capital Management
Rhode Island
$11M +$32K +157 +0.3%
NNP
1592
Nachman Norwood & Parrott
South Carolina
$11M +$23.8K +117 +0.2%
TI
1593
Tidal Investments
Wisconsin
$11M -$695K -3,416 -6%
NAM
1594
NTV Asset Management
West Virginia
$11M +$804K +3,949 +8%
CCT
1595
Capital City Trust
Florida
$10.9M -$267K -1,311 -2%
AAM
1596
Azzad Asset Management
Virginia
$10.9M -$551K -2,709 -5%
LBC
1597
Lawrence B. Cohen
$10.9M -$55.6K -273 -0.5%
CIA
1598
CSat Investment Advisory
Michigan
$10.9M -$1.27M -6,216 -10%
KFA
1599
Kelleher Financial Advisors
New York
$10.9M -$183K -898 -2%
BAM
1600
Bell Asset Management
Australia
$10.9M +$1.03M +5,082 +11%